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Webster Financial

496 hedge funds and large institutions have $8.19B invested in Webster Financial in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 164 increasing their positions, 199 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $16.4M

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

7% more capital invested

Capital invested by funds: $7.67B → $8.19B (+$522M)

2.26% more ownership

Funds ownership: 86.91%89.17% (+2.3%)

1% more funds holding

Funds holding: 491496 (+5)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 199

Holders
496
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
6.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
67
Increased
164
Reduced
199
Closed
59
Calls
$29.2M
Puts
$16.4M
Net Calls
+$12.8M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
476
Rialto Wealth Management
New York
$1.15K -$1.59K -32 -60%
TPCW
477
TD Private Client Wealth
New York
$1.09K +$997 +20 New
CAL
478
Capital Advisors Ltd
Ohio
$1K +$150 +3 +43%
SIC
479
SJS Investment Consulting
Ohio
$874 -$748 -15 -48%
HIA
480
HFM Investment Advisors
New Jersey
$710 +$449 +9 +225%
AWM
481
Atticus Wealth Management
Florida
$710 +$648 +13 New
PWM
482
Parkworth Wealth Management
California
$655 +$299 +6 +100%
HFS
483
Hughes Financial Services
Virginia
$618 -$947 -19 -63%
BFS
484
Bare Financial Services
Pennsylvania
$437 -$548 -11 -58%
BHWM
485
Bay Harbor Wealth Management
Maryland
$436 +$150 +3 +60%
TIM
486
Tortoise Investment Management
New York
$382 +$349 +7 New
CFD
487
Creative Financial Designs
Indiana
$273 -$2.14K -43 -90%
LFG
488
Larson Financial Group
Missouri
$273 -$698 -14 -74%
SS
489
SBI Securities
Japan
$273
CA
490
CoreCap Advisors
Michigan
$218 -$548 -11 -73%
MCM
491
MV Capital Management
Maryland
$164 -$100 -2 -40%
CIAS
492
CBIZ Investment Advisory Services
Ohio
$164 +$150 +3 New
Optiver Holding
493
Optiver Holding
Netherlands
$164 +$150 +3 New
AWM
494
Activest Wealth Management
Florida
$55 -$3.59K -72 -99%
PWA
495
Principia Wealth Advisory
Texas
$55 -$449 -9 -90%
SC
496
Stephens Consulting
Michigan
$55 +$50 +1 New
Holocene Advisors
497
Holocene Advisors
New York
-$38.4M -744,816 Closed
CF
498
Corebridge Financial
Texas
-$9.76M -189,304 Closed
MGP
499
M&G plc
United Kingdom
-$9.57M -184,129 Closed
CLGM
500
Capitolis Liquid Global Markets
New York
-$7.78M -151,000 Closed

WBS Hedge Fund Activity: Q2 2025 in Review

496 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2025, worth a combined $8.19B — up 6.8% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WBS positions and 59 closed out — a net gain of 8 holders — while 164 added to existing stakes and 199 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $124M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $89.9M.

  • 496 institutional investors held Webster Financial (WBS) as of Q2 2025, up from 491 in Q1 2025.
  • Funds reported $8.19B of Webster Financial stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 67 funds opened new Webster Financial positions in Q2 2025 and 59 closed out, a net change of +8 holders.
  • The largest Webster Financial buyer in Q2 2025 was Citadel Advisors, an estimated $124M added.
  • The largest Webster Financial seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $89.9M sold.

Based on aggregated 13F filings for Q2 2025.